Numio: Transforma tu Asesoría PYME en una Firma Boutique

Introduction

Numio is a software solution designed for accounting and financial advisory firms in Spain. Its main goal is to help these traditional firms evolve into boutique-style practices that clients truly expect and value. The platform allows advisors to focus on providing high-level strategic advice while automatically handling routine operational tasks. It achieves this through an advanced client portal, reports powered by artificial intelligence, and a financial assistant available around the clock.

Benefits

Numio offers several key advantages for accounting firms looking to grow and improve their service quality.

First, it saves a significant amount of time. Tasks that used to take two to three days each month for creating reports are now automated. This frees up the team to work on higher-value activities like strategic planning.

Second, it helps firms justify higher prices. Because the service provides real-time data and expert insights, firms can charge between 200 and 500 euros per month per client. Clients pay for the experience and added value rather than just for hours worked.

Third, it sets firms apart from cheaper competitors. Many low-cost platforms do not offer the same level of human expertise or personalized service. Numio helps firms prove the true value of human advisors.

Finally, it improves client satisfaction. Clients get access to their data 24/7 and can get immediate answers to their questions without needing to wait for an advisor to reply.

Use Cases

Numio is primarily used by accounting and financial advisory firms in Spain that want to modernize their services. It is specifically designed for firms that already use the Holded accounting software.

The platform works by connecting directly to a client's Holded account. Once connected, the system pulls data automatically every day. Clients then log into a private dashboard to see their key performance indicators, income, expenses, and profit margins in real time.

Advisors use the system to generate monthly financial statements that follow official Spanish accounting rules. The platform also creates executive reports that explain what the numbers mean and suggest actions the business should take. A built-in AI agent answers common client questions in plain language, such as asking how the business is doing this quarter or why expenses changed.

Pricing

During the current beta phase, Numio offers free access to participating advisory firms. After the beta period ends, the firm will have the option to purchase a permanent "Early Bird" price. Specific pricing details for the future are not yet public.

Vibes

As Numio is currently in its beta phase, there are no public reviews or testimonials available yet. The platform is still being tested with a select group of firms to refine its features before a full public launch.

Additional Information

Numio is built with security and privacy in mind. Its servers are located in the European Union, and all connections use end-to-end encryption. The platform complies with GDPR regulations by default. Importantly, the data of its clients is not used to train its artificial intelligence models.

The software currently integrates with Holded. Other accounting systems like Sage and Odoo are planned for future releases in late 2026. Firms using other systems can request a demo to see if alternatives are available.